See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,694 | $80,968-57.2% | $96,544-64.1% | $75,163-53.8% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 16.21% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,699 | $2,282-25.5% | $2,965-42.7% | $2,670-36.4% |
| Participant deferral / active EE | $1,617 | $3,928-58.8% | $4,851-66.7% | $4,125-60.8% |
| Admin fee / account holder | $2,117 | $6,724-68.5% | $8,252-74.3% | $5,651-62.5% |